Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,345 | $183,592-95.5% | $155,574-94.6% | $145,877-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,066 | $5,317-80.0% | $4,676-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $1,515 | $6,466-76.6% | $5,629-73.1% | $6,691-77.4% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |